Tata Corporate Bond Fund vs UTI Corporate Bond Fund compare
Tata Corporate Bond Fund-Regular Plan-Growth
UTI Corporate Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4304 Cr | ₹5747 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 01 Dec 2021 | 08 Aug 2018 |
| Category | Corporate Bond | Corporate Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Corporate Bond Fund | CRISIL Corporate Bond Fund BII Index |
| Turn Over | 106% | 24.24% |
| Expense Ratio | 0.86 | 0.59 |
| Manager | Abhishek Sonthalia | Anurag Mittal |
| ISIN Code | INF277KA1299 | INF789F1A447 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.06% | 0.07% |
| 6 Month | 2.04% | 2.25% |
| 1 Year | 6.94% | 7.69% |
| 3 Year | 7.38% | 7.47% |
| 5 Year | - | 5.85% |
SIP Return Analysis
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.04% | 1.15% |
| 1 Year | 5.79% | 6.49% |
| 3 Year | 7.3% | 7.59% |
| 5 Year | - | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.12% | 7.49% |
| 3 Year | 6.99% | 6.03% |
| 5 Year | - | 6.62% |
Risk Management
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.21% | 1.09% |
| Sharp | 0.67% | 0.81% |
| Beta | 1.44% | 1.39% |
| Alpha | -0.57% | -0.44% |
Fund Managers
| Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Anurag Mittal |
| Total AUM | ₹28928 Cr | ₹35669 Cr |
| Funds Managed | 4 | 7 |
| Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Constant Maturity Gilt Fund - Growth
3Y Returns8.04%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns7.55%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.36%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.8%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.82%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns11.75%